The Bitcoin Treasury Podcast

← The Bitcoin Treasury Podcast19 Aug · 1 h 03 min

$4 Billion Asset Manager Reveals The Bitcoin Argument Wall Street Can No Longer Make

$4 Billion Asset Manager Reveals The Bitcoin Argument Wall Street Can No Longer Make19 Aug1 h 03 min

Matt Tuttle is CEO of Tuttle Capital Management, an ETF issuer running roughly four to five billion dollars across thematic, options-based and event-driven funds. He has been on Wall Street since 1990 and came to Bitcoin through the ETF wrapper rather than through conviction. His argument is that the wrapper was the entire event: once BlackRock launched IBIT the skeptic case stopped being arguable, and his client portfolios now carry 6.25% Bitcoin against an industry standard of one to two percent.

TIMESTAMPS:00:00 Cold Open00:52 Trading Since the Eighties01:51 The iBit Turning Point02:52 The Argument Wall Street Can No Longer Make05:08 Why 1% Bitcoin Doesn't Move the Needle06:30 The HEAT Formula08:54 The Hard Money Hedge10:58 What Actually Broke the Treasury Trade12:30 Bitcoin Fell 50%, the S&P Fell 60%15:24 How to Play Pre-Merger SPACs20:44 Why He Hates Covered Calls22:27 All of Bitcoin's Upside, Not Most of It25:41 Partnering With Strive on Digital Credit28:06 A Million Dollars and $40,000 a Year30:02 Inside the Leveraged Credit ETF34:58 Why Volatility Isn't Maturing Yet38:01 Schiff, Pomp, and the Debate That Misses45:27 Wiped Out at 2148:15 Zero Percent Bonds at 5750:14 The Longevity Problem Nobody Plans For51:46 Grading Powell, Sizing Up Warsh53:56 Guys Like You Are Screwed56:36 Where to Find Matt

🎙️ Featured Guest:Matt Tuttle — CEO, Tuttle Capital Management

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